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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2020-09-14 |
| TX | RA | APPROVED | 2020-09-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | West Linn | OR | 01/2013 | 08/2020 |
| Bank Of America, N.A. | West Linn | OR | 01/2013 | 08/2020 |
| J.P. Morgan Securities Llc | West Linn | OH | 08/2020 | Present |
| Jpmorgan Chase Bank, N.A. | West Linn | OR | 08/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-18 |
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